Funds holding Solo Brands, Inc.
ISIN US83425V2034 · United States
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 27.7 $
- Share of capital
- 0.0 % of 2.6M shares on Aug 7, 2026
A single tracked fund declares this company. So these figures do not say who owns it.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8 | 27.7 $ | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | -4 | 8 | -100.0 % |
| 2026Q2 | 5 | 0 | 30,611 | +6.9 % |
| 2026Q1 | 5 | 0 | 28,648 | +135.2 % |
| 2025Q4 | 5 | +2 | 12,178 | +8,416.1 % |
| 2025Q3 | 3 | 143 |
Institutional managers
19 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| SUMMIT PARTNERS L P | 1,100,870 | 4.1M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 38,297 | 144K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 18,988 | 71.4K $ | as of Mar 31, 2026 |
| Wealth Architects, LLC | 18,603 | 69.9K $ | as of Mar 31, 2026 |
| UBS Group AG | 9,864 | 37.1K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,064 | 4K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 478 | 1.8K $ | as of Mar 31, 2026 |
| CITIGROUP INC | 380 | 1.4K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 93 | 350 $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 57 | 210 $ | as of Mar 31, 2026 |
| MAI Capital Management | 40 | 151 $ | as of Mar 31, 2026 |
| Legacy Wealth Managment, LLC/ID | 31 | 117 $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 25 | 94 $ | as of Mar 31, 2026 |
| Advisory Services Network, LLC | 24 | 90 $ | as of Mar 31, 2026 |
| NISA INVESTMENT ADVISORS, LLC | 12 | 45 $ | as of Mar 31, 2026 |
| EverSource Wealth Advisors, LLC | 11 | 41 $ | as of Mar 31, 2026 |
| Ascentis Independent Advisors | 7 | 26 $ | as of Mar 31, 2026 |
| Sound Income Strategies, LLC | 5 | 19 $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 3 | 10 $ | as of Mar 31, 2026 |
Declared shareholders of Solo Brands, Inc.
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Charitable Endowment Program | 0.00 % | 0 | as of Aug 20, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Solo Brands, Inc.". https://titelia.com/en/stocks/solo-brands-inc-US83425V2034